Cresta Advisors, Ltd. QQQ Holdings History

Number of Shares
20,809.00
Current Holdings Value*
$9.76 Mil
% of Portfolio
5.06%
Total Estimate Gain
$5.07 Mil
% of Total Estimate Gain
61.80%

Cresta Advisors, Ltd.'s INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Cresta Advisors, Ltd. held 20,809.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.76 Mil. This investment constitutes 5.06% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2022Q3. And since then Cresta Advisors, Ltd. has made 6 purchases of QQQ, at an average price of $315.23, for a total of 26,044.00 shares. In addition, there have been 3 sales at an average price of $326.33 for 5,235.00 shares. Based on historical transaction data and QQQ's current price of $556.25, Cresta Advisors, Ltd.'s estimated gain on his QQQ holdings is $5.07 Mil, reflecting a 61.80% gain to date.

Cresta Advisors, Ltd. QQQ ($556.25) Holding Chart

Cresta Advisors, Ltd. QQQ ($556.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1